The Stephens Company
Plan context: The Stephens Company 401K Profit Sharing Plan
EIN 74-1079654 • 11 filings • 5 plans
Current Snapshot
Latest Year
2004
2004 Participants
84
2004 Assets
$1,292,147
2004 Contributions
$154,893
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2004 | 1 | 84 | $1,292,147 | $154,893 | $1,844iApproximate average salary by contribution assumption: employee only about $46,099 at 4% or $30,733 at 6%; with 50% employer match about $30,733 at 4% or $20,488 at 6%; with 100% employer match about $23,050 at 4% or $15,366 at 6%. |
| The Stephens Company 401K Profit Sharing Plan | - | 84 | $1,292,147 | $154,893 | $1,844iApproximate average salary by contribution assumption: employee only about $46,099 at 4% or $30,733 at 6%; with 50% employer match about $30,733 at 4% or $20,488 at 6%; with 100% employer match about $23,050 at 4% or $15,366 at 6%. |
| 2003 | 2 | 93 | $1,442,910 | $513,809 | $5,525iApproximate average salary by contribution assumption: employee only about $138,121 at 4% or $92,080 at 6%; with 50% employer match about $92,080 at 4% or $61,387 at 6%; with 100% employer match about $69,060 at 4% or $46,040 at 6%. |
| The Stephens Company 401K Profit Sharing Plan | - | 92 | $1,440,080 | $133,456 | $1,451iApproximate average salary by contribution assumption: employee only about $36,265 at 4% or $24,177 at 6%; with 50% employer match about $24,177 at 4% or $16,118 at 6%; with 100% employer match about $18,133 at 4% or $12,088 at 6%. |
| GROUP MEDICAL PLAN STEPHENS INSURANCE PLAN | - | 93 | $2,830 | $380,353 | $4,090iApproximate average salary by contribution assumption: employee only about $102,245 at 4% or $68,164 at 6%; with 50% employer match about $68,164 at 4% or $45,442 at 6%; with 100% employer match about $51,123 at 4% or $34,082 at 6%. |
| 2002 | 3 | 107 | $1,204,292 | $660,563 | $6,173iApproximate average salary by contribution assumption: employee only about $154,337 at 4% or $102,891 at 6%; with 50% employer match about $102,891 at 4% or $68,594 at 6%; with 100% employer match about $77,169 at 4% or $51,446 at 6%. |
| THE STEPHENS COMPANY 401K PROFIT SHARING PLAN | - | 81 | $1,184,244 | $192,914 | $2,382iApproximate average salary by contribution assumption: employee only about $59,541 at 4% or $39,694 at 6%; with 50% employer match about $39,694 at 4% or $26,463 at 6%; with 100% employer match about $29,771 at 4% or $19,847 at 6%. |
| GROUP MEDICAL PLAN STEPHENS INSURANCE PLAN | - | 107 | $20,048 | $467,649 | $4,371iApproximate average salary by contribution assumption: employee only about $109,264 at 4% or $72,843 at 6%; with 50% employer match about $72,843 at 4% or $48,562 at 6%; with 100% employer match about $54,632 at 4% or $36,421 at 6%. |
| THE STEPHENS COMPANY SECTION 125 CAFETERIA PLAN | - | 0 | - | - | - |
| 2001 | 2 | 109 | $1,222,765 | $489,825 | $4,494iApproximate average salary by contribution assumption: employee only about $112,345 at 4% or $74,897 at 6%; with 50% employer match about $74,897 at 4% or $49,931 at 6%; with 100% employer match about $56,173 at 4% or $37,448 at 6%. |
| The Stephens Company 401K Profit Sharing Plan | - | 93 | $1,190,399 | $176,872 | $1,902iApproximate average salary by contribution assumption: employee only about $47,546 at 4% or $31,697 at 6%; with 50% employer match about $31,697 at 4% or $21,132 at 6%; with 100% employer match about $23,773 at 4% or $15,849 at 6%. |
| GROUP MEDICAL PLAN STEPHENS INSURANCE PLAN | - | 109 | $32,366 | $312,953 | $2,871iApproximate average salary by contribution assumption: employee only about $71,778 at 4% or $47,852 at 6%; with 50% employer match about $47,852 at 4% or $31,901 at 6%; with 100% employer match about $35,889 at 4% or $23,926 at 6%. |
| 2000 | 2 | 110 | $1,137,684 | $482,136 | $4,383iApproximate average salary by contribution assumption: employee only about $109,576 at 4% or $73,051 at 6%; with 50% employer match about $73,051 at 4% or $48,701 at 6%; with 100% employer match about $54,788 at 4% or $36,525 at 6%. |
| The Stephens Company 401K Profit Sharing Plan | - | 94 | $1,103,824 | $214,141 | $2,278iApproximate average salary by contribution assumption: employee only about $56,952 at 4% or $37,968 at 6%; with 50% employer match about $37,968 at 4% or $25,312 at 6%; with 100% employer match about $28,476 at 4% or $18,984 at 6%. |
| GROUP MEDICAL PLAN STEPHENS INSURANCE PLAN | - | 110 | $33,860 | $267,995 | $2,436iApproximate average salary by contribution assumption: employee only about $60,908 at 4% or $40,605 at 6%; with 50% employer match about $40,605 at 4% or $27,070 at 6%; with 100% employer match about $30,454 at 4% or $20,303 at 6%. |
| 1999 | 1 | 114 | $1,242,333 | $204,465 | $1,794iApproximate average salary by contribution assumption: employee only about $44,839 at 4% or $29,893 at 6%; with 50% employer match about $29,893 at 4% or $19,928 at 6%; with 100% employer match about $22,419 at 4% or $14,946 at 6%. |
| The Stephens Company 401K Profit Sharing Plan | - | 114 | $1,242,333 | $204,465 | $1,794iApproximate average salary by contribution assumption: employee only about $44,839 at 4% or $29,893 at 6%; with 50% employer match about $29,893 at 4% or $19,928 at 6%; with 100% employer match about $22,419 at 4% or $14,946 at 6%. |